Filed January 12, 2024 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO IN Service code 19 · EIN 04-2647786 | Securities Custodian | $586,806 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $361,634 |
Filed as: ABSOLUTE CAPITAL Service code 15 101 PENNSYLANIA BLVD · PITTSBURGH, PA 15228 | Recordkeeping | $133,091 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 15 · EIN 74-1625348 | Recordkeeping | $20,510 |
TIAA5+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $3,449 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,638 | $121,004-49.1% | $69,480-11.3% | $89,609-31.2% |
| Participation rate | 86.5% | 66.9%+19.6pp | 74.6%+11.9pp | 69.6%+16.9pp |
| Annual return | 23.71% | 20.21%+3.5pp | 28.99%-5.3pp | 33.65%-9.9pp |
| Employer contribution / active EE | $5,147 | $5,335-3.5% | $2,780+85.1% | $2,584+99.2% |
| Participant deferral / active EE | $4,023 | $4,335-7.2% | $3,537+13.8% | $4,222-4.7% |
| Admin fee / account holder | $61 | $32+92.8% | $3,840-98.4% | $72-14.3% |